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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,436 | $101,499-67.1% | $147,005-77.3% | $74,546-55.1% |
| Participation rate | 69.9% | 75.5%-5.6pp | 82.2%-12.3pp | 67.2%+2.7pp |
| Annual return | 27.40% | 8732.34%-8704.9pp | 418.76%-391.4pp | 1366.03%-1338.6pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $9,880 | $7,304+35.3% | $8,070+22.4% | $4,347+127.3% |
| Admin fee / account holder | $3,991 | $1,748+128.3% | $13,006-69.3% | $1,944+105.3% |